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Excel Accountant: Advanced Pivot Tables

4.5 (6)

David Ringstrom, CPA

Excel Accountant

  • CPA Canada
  • CIA
  • CMA
  • CPA
  • Tax Preparer

Published: July, 2020

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.

Overview

  • Summarize Access Data with Pivot Tables
    2 mins
  • Automatic Pivot Table Refresh
    11 mins
  • Creating Custom Lists
    16 mins
  • Disabling Custom List Sorting
    25 mins
  • Autofit Column Widths
    29 mins
  • Pivot Table Slicers (Excel 2010+)
    33 mins
  • Timeline Feature (Excel 2013+)
    43 mins
  • Pivot Table Conflicts
    47 mins
  • Convert XLS Workbooks
    59 mins
  • Automated Pivot Table Number Formatting
    66 mins
  • Testing the Pivot Table Clean-Up Macro
    89 mins
  • PowerPivot (Excel 2010+)
    99 mins

Course Description

In this outstanding course, Excel expert David Ringstrom, CPA, will expand your knowledge of pivot tables and show you step-by-step how to manipulate pivot table data faster and more efficiently. You’ll learn how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Would Be Interested in This Course:

Practitioners who would like to learn how to manipulate their pivot table data faster and more efficiently.

Topics Covered:

  • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
  • Discovering the Recommended PivotTables feature.
  • Launching macros that clean up pivot tables with a single mouse click.
  • Learning the nuances associated with subtotaling data within a pivot table.
  • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
  • Incorporating calculations within or alongside pivot tables.
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
  • Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
  • Mitigating the side effects of converting a table back to a normal range of cells.
  • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

Learning Objectives

  • To identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.
  • To recognize when and why to apply the Slicer feature.
  • To recall how to clean up your pivot tables with a mouse click.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.5

(6)
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ZC

I thought the course was good, however I would prefer to be able to do what you were showing me myself. This of course isn't the courses fault, this is how I like to learn myself. I would definitely recommend you to others. David was amazing! the course content is relevant and his workbook is perfect.

CC

A very details and great course! if you want to learn Excel and you are working in Finance/accounting field, this is the course you should enroll. Each chapter has a very details note, you may download the notes and keep if for future reference. I was surprised on the dashboard being done in this course! never thought I can use excel to create such a insightful and wonderful dashboard

HW

I am highly impressed with the course content and its coverage. I am heartily thankful to the author of the course for this wonderful creation. only one thing is that, Macros part is very less. It can be more elaborated. otherwise I am fully satisfied with the course. The training is very detailed, comprehensive and a good course for someone who wants to develop proper excel skill.

RA

Great webinar